Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bernard? Claim Your ProfileBernard Grzelak is a financial professional with over 6 years of experience in the financial services industry. Bernard is currently a registered representative with DFA Securities LLC, a broker-dealer firm registered with FINRA. Bernard has held a Series 7 and Series 66 license and is also a Series 27 and Series 28 principal. Bernard's prior experience includes a role at Lord Abbett Distributor LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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TX
09/21/2020 - Present
DFA Securities LLC (AUSTIN TX)
NJ
02/21/2017 - 09/02/2020
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BC
Issued 01/02/2023
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 06/22/2021
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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